Regional Manager, British Columbia

Regional Manager. British Columbia

Location: This posting is for an existing vacancy in Wellington-Altus's Vancouver office.

The opportunity:

Reporting to the Executive Vice-President, Advisor Support, Services & Strategy this position is responsible for supporting advisor teams in their region.

The Regional Manager (RM) will be a trusted partner to their advisor teams, leveraging their experience in coaching, sales leadership, change management, communication and problem-solving in a wealth management environment to help advisors profitably grow and run their business. A key success metric will be the ability to influence teams to higher levels of performance while elevating advisor team satisfaction.

The Regional Manager (RM) will spend the majority of their time coaching advisors in their region and is expected to have in-depth knowledge of each team (business model, business goals, succession plans, etc.). The RM will collaborate with corporate partners (Legal, HR, Compliance, Corporate Development, etc.) and with their corporate peers (Marketing, Advanced Wealth Planning, Advisor Efficiency, Practice Management, Market Strategy) to support advisors with their business objectives, to navigate challenges and to align advisors with the corporate objectives.

The RM will partner with the regional support team, including a Senior Regional Business Administration Manager (SRBAM), a role responsible for ensuring operational and administrative excellence in the region.

Key responsibilities include:

• Manage day-to-day advisor inquiries related to their practice, in collaboration with the Senior Regional Business Administration Managers (SRBAM's) and Business Administration Managers (BAM's).
• Oversee day-to-day operations within the region, including trading, investment activities and client services.
• Ensure the region's operational processes are efficient and aligned with corporate standards.
• Coordinate with cross-functional teams to ensure seamless operations.
• Develop business plans for each advisory team in the region, supported by coaching and advise to meet their goals; focus on growth strategies to help each advisory team in the region.
• Hold advisors accountable to their commitments on growth and/or practice enhancements; enable advisors to achieve commitments as an accountability partner.
• Apply the regional service model to ensure minimum relationship / engagement standards are met for every advisor relationship.
• Navigate concerns that advisors raise within their team or with peers.
• Liaise with corporate partners to ensure all advisor requirements related to operations, finance, compliance, risk, HR, technology, etc. are met.
• Develop an in-depth knowledge of each team (business model, goals, succession plans, etc.) and leverage this knowledge to drive organic growth, suggest solutions to run a more efficient practice, or mitigate risk in the advisor's business.
• Solicit feedback and input from Advisors and share with corporate partners as needed.
• Recognize and celebrate milestones and successes in the business; has experience with demonstrated ability to motivate and/responsible for recognition and look for opportunities to regard advisor team and excellence; "focus on effective recognition".
• Cascade firm-specific objectives or messages to advisors and be a champion for advisors centric to change.
• Lead on the communication and implementation of change initiatives in the region, recognizing the potential risks or resistance of certain change and ensuring changes are communicated clearly to impacted advisors.
• Drive enterprise sales goals and promote key products/ platforms that advisors and the company believe are in the best interests of clients.
• Partner with Transition Teams to support the transition and onboarding of new IA teams.
• Transitioning from advised to managed solutions.

The ideal candidate will possess:

• Post-secondary education or training in business, office administration or a related field.
• Recent senior sales leadership experience which includes goal setting, coaching and supervision of staff.
• Experience in the financial services sector.
• CIRO licensing considered an asset.
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Exceptional leadership.
• Time, task, and resource management skills.
• Strong problem solving, critical thinking, coaching, interpersonal, and verbal and written communication skills.
• Proficiency with computers, especially MS Office.
• Ability to plan for and keep track of multiple projects and deadlines.
• Familiarity with budget planning and enforcement, human resources, and customer service procedures.
• Foundational knowledge of the CIRO regulatory environment.
• Conversant in fundamentals of investment management, broad concepts, vernacular and applicability.
• Good contextual understanding of the investment management landscape: ICPM, CIRO, MR restricted, PM, advice vs transactional vs managed, etc.

Compensation & Benefits:

Range $150,000 - $175,000 annually.

This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked.

Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
• Must be able to travel within the region and attend national events up to 50% of the time.

To apply:

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. Artificial Intelligence (AI) will be used to screen and assess candidates for this role. More information about working at Wellington-Altus can be found on our website at https://www.wellington-altus.ca.